Floatr

Get hold of Personal Finance Management, Budget Planning, & Expense Tracking handy with Floatr.
Track your income, savings, expenses, and investments under a single platform, Floatr.
Create a financial strategy with the support of budget planner to manage your personal finances.
Plan, track, and invest in mutual funds, stocks, insurance, and digital gold.
Floatr is a comprehensive solution that simplifies your personal finance management.
Begin savings at the early stage to accumulate enough money to play with later in life.
Build deep knowledge of your finances and have a stable financial future with Floatr.
Floatr inculcates financial discipline by helping user to track his expenses on day to day basis, Create budget and financial goals.
All the investments made here are linked to your financial goals and hence floatr acts as your financial buddy or coach.
What can you do with Floatr?
Floatr helps you manage the five areas of personal finance.
- Income: Keep a track of your income and expenses using AI-based features.
- Spending: Categorize your expenses to cultivate good spending habits.
- Saving: Avoid saving in Low Fetching SB/SD for easy Liquidity and save for any uncertainty.
- Investing: Get unbiased recommendations on investing, perform goal-based investments, invest in highly-curated equity baskets, and make wide investment decisions with Robo advisory.
- Protecting: Protect yourself and your family with life, health, and general insurance.
Why Floatr?
- Simple & easy sign-up with intuitive UX
- Enjoy the seamless & quick services
- Track your personal finances
- Develop financial discipline
- Securely access the application
- Get expert advice & recommendations
- Perform goal-based investments
- Get rewards for good discipline
Floatr Add-ons
1.
Financial Goal Planning - Set smart goals and make goal-based investments with a smart goal management feature.
2.
Smart Expense Tracking - Categorize & track your monthly expenses automatically to spend responsibly.
3.
Budget Planner - Plan your budget with guidance from an advisor.
4.
Bank Deposits & Gold - Invest in multiple asset classes to gain good returns.
5.
Mutual Funds & Stocks - Invest & track your mutual funds & stock market portfolio.
6.
Insurance - Secure yourself & your loved ones with life, health, and general insurance.
7.
Tax Planning & IT Filing - File your taxes seamlessly under expert guidance.
8.
Bill Payment - Manage all your bill payments at your fingertips.
Top AMCs Mutual Funds Listed in floatr.
- Aditya Birla mutual fund, Axis mutual fund, HDFC mutual fund, ICICI mutual fund, IDFC mutual fund, Kotak mutual fund, SBI mutual fund and UTI mutual fund.
Secure yourself and your family with the right and adequate insurance.
- Choosing the right insurance is always a challenging task for everyone.
Floatr provides healthcare insurance, Hospital Cash Insurance, Term insurance, Motor insurance and Personal accidental Insurance.
Invest your hard earned money in the right place to grow your wealth.
1.
Digital gold : We all know how gold has performed in past decade and kind of return it has given.
But the catch is physical gold comes with making charges and wastage which can be erased when someone buys digital gold.
Benefits of buying digital gold are many compared to physical one.
2.
Mutual funds: A systematic investment plan(SIP) in mutual funds can hike your returns, also manage your portfolio with SIP or One time investment.
Investing in ELSS mutual funds can save your annual tax and grow your wealth at the same time.
Floatr has top 12 AMC on its platform and provides diversified mutual funds so that every individual can go with appropriate mutual fund linked to his financial goal.

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